Let's move forward. Together.

Three generations in the front yard

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jonathan S. Traub Photo

    Jonathan S. Traub, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    Jonathan has been in the financial services industry for the past 16 years.  Prior to joining UBS in 2009, he was with Smith Barney where he focused on the needs of high net worth families, corporate executive financial services and equity compensation programs.  Jonathan's group worked with several Fortune 500 companies. 

    Jonathan has received numerous awards from UBS, he has been a member of the firm’s Directors Council in 2021, 2020, 2019, 2018, 2015.  In 2011, he received the UBS Comprehensive Wealth Manager and New Relationship Leader awards.  He was also part of Smith Barney's Blue Chip Council in 2008, 2007 and 2006 which recognizes the top financial advisors in their class.  Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales - Swansea. 

        • CERTIFIED FINANCIAL PLANNER™
        • Corporate Stock Benefit Consultant
        One North Wacker Drive
        Chicago, IL 60606
      • Shawn Valukas Photo

        Shawn Valukas, CFP, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        Shawn has more than 10 years of experience in the financial industry.  Prior to joining UBS Financial Services Inc., he was a partner at a prominent Chicago law firm specializing in securities law.  He is currently a Financial Advisor and a Chartered Retirement Planning Counselor (CRPC®), a designation awarded by the College for Financial Planning.

        A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law.  He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health and annuity insurance licenses.   

        • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Planning Counselor℠
          1 North Wacker Drive
          32nd and 33rd Floors
          Chicago, IL 60606
        • Stephen Smith Photo

          Stephen D. "Steve" Smith, CFP, CIMA

          Senior Vice President–Wealth Management

          Financial Advisor

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          Steve received a Bachelor's degree in Business Administration from Truman State University in 1993 and has since devoted his entire career to working at UBS.  Steve obtained the highly regarded Certified Investment Analyst (CIMA®) certificate in 2004 and the Certified Financial Planner (CFP®) in 2006.  In 2004, Steve co-founded a wealth management team which has transitioned into the Zaharski/Smith Wealth Management Group.  Steve utilizes his advanced analytical skill set to help high net worth individuals develop goal oriented investment strategies.  He evaluates a clients entire financial picture to implement a plan that is customized based on their agreed upon needs and aspirations.  Helping families confidently accumulate, preserve, and transfer wealth through our planning based approach, allows families to successfully achieve their critical life goals. Steve believes in giving back and participated in a UBS mentorship program where he provided a small business owner with six months of pro bono financial advice.  Continuing as a mentor, Steve has been working with a U.S. Veteran transitioning to a business career. After losing his wife in December 2011 to a 16 year battle with metastatic breast cancer he became actively involved in supporting breast cancer research and organizations that help care for cancer patients and their loved ones.  Steve, his wife Gale and their 3 children Grace, Charlie and William reside in Hinsdale.  Steve enjoys coaching their children's soccer teams as well as their annual ski trip out West.

              • CERTIFIED FINANCIAL PLANNER™
              • Certified Investment Management Analyst®
              • Wealth Advisor
              One North Wacker Drive
              Chicago, IL 60606
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              James P. O'Connell

              Senior Vice President–Wealth Management

              Financial Advisor

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                    One North Wacker Drive
                    Chicago, IL 60606
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                    David A. Boudreau

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                          One North Wacker Drive
                          Chicago, IL 60606
                        • Kristen Zaharski

                          Kristen Zaharski

                          Financial Advisor

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                          Kristen earned her Bachelor of Science degree from the University of Michigan in 2005.  She worked as an orthopaedic research specialist at Shriners Hospital for Children and subsequently received her law degree in 2012 from the University of Illinois Chicago School of Law.  As an attorney, she concentrated her practice in representing physicians and hospitals in actions alleging medical negligence and was selected as a Leading Lawyers “Emerging Lawyer” in 2017, 2018, 2019, and 2020.

                          Kristen joined Northstar Partners at UBS in 2020.  She adds value for her clients by recognizing the importance of liquidity, longevity, and legacy.  She helps individuals and businesses achieve their financial goals by constructing individualized portfolios and creating comprehensive financial plans that are unique to each client.  By understanding their needs, and the relationships most important to them, Kristen strives to ensure the financial wellbeing of all her clients. 

                          Kristen enjoys spending time with her daughter, Samantha, attending the ballet, and cheering on her alma mater at the Big House.

                                One North Wacker Drive
                                Chicago, IL 60606

                              What did the Fed say?

                              Retirement planning

                              Retirement planning

                              Multigenerational planning

                              Multigenerational planning

                              Legacy—Wealth for others

                              For needs that go beyond your own—to help you improve the lives of others

                              What will your legacy be?
                              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                              Learn more at ubs.com/wealthway.

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                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

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                              Our global footprint

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                              UBS is a world-leading wealth manager